大越期货锰硅周报-20251027

Report Industry Investment Rating - Not provided in the content Core Viewpoints - Recently, the coke and manganese ore markets have been stable, keeping the overall cost support steady. The silicon-manganese spot market is in a wait-and-see mode, observing the futures market. Alloy factories' production has little fluctuation, and spot prices are stable. HeSteel Group's final silicon-manganese price in October was 5,820 yuan/ton, a small increase from the second-round inquiry of 5,800 yuan/ton and a significant decrease from September's 6,000 yuan/ton. Most steel mills' tender prices revolve around 5,800 yuan, and the silicon-manganese market shows low enthusiasm for steel tender prices. Overall, the silicon-manganese market has been oscillating recently, with no major changes in the basic supply and demand. The impact of the macro level on the market needs further attention. It is predicted that the market will continue to oscillate in the short term [2] Summary by Directory Manganese Silicon Supply - Capacity: Data on the monthly production capacity of Chinese silicon-manganese enterprises is presented [6][7] - Annual Output: Annual production data of silicon-manganese in Guangxi, Guizhou, Inner Mongolia, Ningxia, Yunnan, other regions, and the whole of China are shown [8][9] - Weekly, Monthly Output, and开工率: Weekly and monthly production data of Chinese silicon-manganese and the weekly开工率 of Chinese silicon-manganese enterprises are provided [10][11] - Regional Output: Monthly production data of silicon-manganese in Inner Mongolia, Ningxia, and Guizhou, and daily average production data in Inner Mongolia, Ningxia, Guizhou, and Guangxi are presented [12][13] Manganese Silicon Demand - Steel Tender Purchase Price: Monthly purchase price data of silicon-manganese by Baoshan Iron & Steel Co., Ltd., Baowu Egang, Chengde Jianlong, Heilongjiang Jianlong, Yangchun Iron and Steel, Jilin Jianlong, and Nanjing Iron and Steel Co., Ltd. are shown [15][16] - Daily Average Hot Metal and Profit: Weekly data on the daily average hot metal output and profitability of 247 Chinese steel enterprises are presented [17][18] Manganese Silicon Import and Export - Monthly import and export volume data of Chinese ferromanganese-silicon are presented [19][20] Manganese Silicon Inventory - Weekly inventory data of 63 sample Chinese silicon-manganese enterprises and monthly data on the average available days of silicon-manganese inventory in China, the northern region, and the eastern region are presented [21][22] Manganese Silicon Cost - Manganese Ore Import Volume: Monthly import volume data of manganese ore by trade method, from Gabon to China, from southern Africa to China, and from Australia to China are presented [23][24] - Manganese Ore Port Inventory and Available Days: Weekly data on the port inventory of manganese ore in China, Qinzhou Port, and Tianjin Port, and the average available days of manganese ore inventory in China are presented [25][26] - High-Grade Manganese Ore Port Inventory: Weekly data on the port inventory of Australian, Gabonese, and Brazilian high-grade manganese ore in Qinzhou Port and Tianjin Port are presented [27][28] - Tianjin Port Manganese Ore Price: Daily price data of South African semi-carbonate manganese ore, Australian manganese ore, and Gabonese manganese ore in Tianjin Port are presented [29] - Regional Cost: Daily cost data of silicon-manganese in Inner Mongolia, the northern region, Ningxia, the southern region, and Guangxi are presented [30][31] Manganese Silicon Profit - Daily profit data of silicon-manganese in the northern region, the southern region, Inner Mongolia, Ningxia, and Guangxi are presented [32][33]